Introducing an easier way to access all your settings!

We’ve reorganized how you access your settings and invite you on a stroll through the new look. At the bottom of your left-hand menu, is a shiny new Settings page. Here you’ll find links to manage your account, policy, and domain settings. This will have replaced the Admin page if you previously had one.

Hi @vaquiar_54, welcome to Expensify! To make sure we're on the same page, the personal policy isn't actually a newly-added feature. Every single customer of Expensify has always had a personal policy, but it just wasn't super visible (previously, the personal policy was characterized by selecting "(none)" in the policy selector).

While personal account settings like email notifications and credit card import still exist under Settings > Your Account, the new design of the personal policy is mostly to improve the experience of individual Expensify users. For example, if a user were going to use Expensify only to track personal or submit business expenses without belonging to a company policy, they'd be able to configure their personal policy much more smoothly than before!

As long as your employees have their account policy set to the company policy, they shouldn't have any worries about submitting expenses tied to their personal policy; this is the same as it is today. To set their account policy they can click on their user icon at the top left of their account, and then select the company policy from the list. Below is an example from my own testing account:

Additionally, if you have Domain Control enabled, you can always restrict users to a specific Company Policy. If you'd like to learn more about that, check out our Help Center here.

On new desktop version the auto send feature is missing. Thus all expenses I create, intended to be submitted at the end of the month, are forward to my boss, even when they are uncompleted or on process.
How to schedule auto sending now?

Hi @Hector, thanks for taking the time to reach out! It sounds like you're talking about Scheduled Submit, the feature that allows you to schedule reports to be automatically submitted based on a set timeline.

If you're using Expensify as an individual user, you still have the ability to set Scheduled Submit settings; the setting has just been moved to the personal policy instead of the old location in Account Settings. Try navigating to:

Settings > Policies >[Personal Policy Name]> Reports

From here, you should have the ability to configure Scheduled Submit to your desired timing:

Where can you edit the expense categories? It used to be under Categories and Tags in Account Settings. Did I have some kind of trial period that gave me access to more features that have now disappeared?

Have you added the setting to send pdf copies of all receipts with each report that is submitted. We constantly have employees that fail to attach their pdf copies of receipts and we have to go back and run another copy of the report with receipts to pdf.